13F

Stock

First Tr Exchange-Traded Fd

Ticker not mapped · held by 67 managers

Reported value

$131.6M

Holders

67

+8 new · −6 exited

Holders’ est. mark

−$2.11M

Price effect on 57 books still in the name

Largest holder

$18.2M

GOLDMAN SACHS GROUP INC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
GOLDMAN SACHS GROUP INC186.6K$18.2M−$267.4KAdded$2.99M
EARNED WEALTH ADVISORS, LLC182.1K$17.8M−$313.7KCut−$84.7K
RAYMOND JAMES FINANCIAL INC154.4K$15.1M−$269.5KCut−$4.63M
MORGAN STANLEY151K$14.7M−$255KAdded$220.7K
TRUIST FINANCIAL CORP93.5K$9.13M−$162.7KCut−$137.6K
WELLS FARGO & COMPANY/MN76.1K$7.43M−$132.6KCut−$3.06M
Proactive Wealth Strategies LLC46K$4.5M−$41.4KAdded$2.14M
SUSQUEHANNA INTERNATIONAL GROUP, LLP45.9K$4.48M−$80KCut−$591.4K
LPL Financial LLC41.5K$4.05M−$72.5KCut−$1.26M
Corient Private Wealth LLC37.7K$3.68M−$65.8KCut−$65.8K
BANK OF AMERICA CORP /DE/34.6K$3.38M−$60.5KCut−$274.8K
GTS SECURITIES LLC32.8K$3.2MNew
ROYAL BANK OF CANADA26.2K$2.56M−$45.2KCut−$4.67M
BostonPremier Wealth LLC22.5K$2.2M−$38.6KCut−$4.5K
UBS Group AG17.1K$1.67M−$29.9KCut−$3.34M
Steward Partners Investment Advisory, LLC16.1K$1.57M−$3.91KAdded$1.35M
COMMONWEALTH EQUITY SERVICES, LLC14.9K$1.46M−$26.1KCut−$498.3K
MML INVESTORS SERVICES, LLC13.1K$1.28M−$22.8KCut−$135K
STIFEL FINANCIAL CORP12.6K$1.23M−$22KCut−$882.3K
Summit Financial, LLC12.1K$1.18M−$21.1KCut−$7.35M
Paragon Private Wealth Management, LLC12K$1.17M−$20.9KCut−$51.2K
Arkadios Wealth Advisors11.5K$1.12M−$20.1KCut−$2.25M
ENVESTNET ASSET MANAGEMENT INC11K$1.08M−$18.4KAdded$32.6K
TWO SIGMA INVESTMENTS, LP10.3K$1.01MNew
Regal Investment Advisors LLC7.69K$750.7K−$13.4KCut−$64.6K
JPMORGAN CHASE & CO7.45K$718.1KNew
Baird Financial Group, Inc.7.22K$704.9K−$12.6KCut−$319K
Citadel5.74K$560.5K−$10KCut−$46.4K
Kesler, Norman & Wride, LLC5.71K$557.3K−$9.99KCut−$893.9K
HFG Advisors, Inc.5.11K$498.8K−$8.89KCut−$299.4K
Sound Income Strategies, LLC4.62K$451.2K−$12.9KCut−$12.9K
TWO SIGMA SECURITIES, LLC3.64K$355.3K−$6.35KCut−$13K
Cetera Investment Advisers3.62K$353.7K−$5.85KAdded$18.9K
EQUITABLE TRUST CO3.6K$351.4KNew
HARMONY ASSET MANAGEMENT LLC3.16K$308.2K−$5.51KCut−$10.4K
Kestra Advisory Services, LLC3.02K$294.9K−$5.25KCut−$15.8K
OneDigital Investment Advisors LLC2.94K$286.6K−$5.12KCut−$5.12K
INDEPENDENT FINANCIAL GROUP, LLC2.6K$253.5K−$4.53KCut−$9.5K
KESTRA PRIVATE WEALTH SERVICES, LLC2.55K$248.9K−$4.43KCut−$158.4K
Clear Creek Financial Management, LLC2.5K$244.1KNew
JONES FINANCIAL COMPANIES LLLP2.29K$220K−$5.81KAdded$51.6K
Kraft, Davis & Associates, LLC2.17K$214.4K−$3.1KCut−$3.1K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2.08K$203.2K−$3.46KCut−$3.46K
OSAIC HOLDINGS, INC.1.86K$181.8K−$3.2KCut−$6.38K
Nova Wealth Management, Inc.1.54K$150K−$2.66KCut−$1.69K
Rockefeller Capital Management L.P.1.12K$109.7K−$1.96KCut−$1.96K
HARBOUR INVESTMENTS, INC.906$88.4K−$175Added$78.5K
Fidelity764$74.6K−$1.33KCut−$1.33K
HARBOR INVESTMENT ADVISORY, LLC641$62.5K−$1.19KCut−$1.1K
Tower Research Capital LLC (TRC)554$54.1K−$967Cut−$1.67M
MAI Capital Management449$43.8K−$783Cut−$783
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO269$26.3K−$469Cut−$469
Newbridge Financial Services Group, Inc.200$19.5K−$349Cut−$349
CoreCap Advisors, LLC170$16.6K−$227Added$3.68K
Smartleaf Asset Management LLC146$14.1KNew
Transamerica Financial Advisors, LLC115$11.2K−$194Cut−$5.06K
CWM, LLC65$6.35K$6.34KAdded$6.32K
FIFTH THIRD BANCORP49$4.78KNew
ASSETMARK, INC44$4.29KNew
Russell Investments Group, Ltd.34$3.32K−$60Cut−$60
Janney Montgomery Scott LLC29K$2.83K−$50Cut−$178
Bogart Wealth, LLC28$2.73K−$49Cut−$49
VANGUARD ADVISERS INC17$1.66KHeld
Capital Investment Advisory Services, LLC12$1.17K−$20Cut−$20
Cambridge Investment Research Advisors, Inc.11.9K$1.16K−$18Added$134
POM Investment Strategies, LLC11$1.07K−$19Cut−$19
Realta Investment Advisors0$38Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.